| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC COM | 433,621 | 97,422,000 | 31.07% | ||
| 2 | Former Charter Communication (Del 5/18/2016) | 321,085 | 54,986,000 | 17.54% | ||
| 3 | LIBERTY GLOBAL PLC | 1,057,794 | 53,556,000 | 17.08% | ||
| 4 | MOODYS CORP | 466,915 | 50,408,000 | 16.08% | ||
| 5 | MASTERCARD INCORPORATED | 395,390 | 36,961,000 | 11.79% | ||
| 6 | VISA INC | 280,076 | 18,807,000 | 6.00% | ||
| 7 | INTERACTIVE BROKERS GROUP INC COM CL A | 33,101 | 1,376,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-049439, filed 2015.08.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
